See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,469 | $76,552-2.7% | $123,892-39.9% | $62,891+18.4% |
| Participation rate | 84.2% | 73.0%+11.2pp | 81.4%+2.8pp | 69.3%+14.9pp |
| Annual return | 5.68% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $290 | $2,883-89.9% | $4,617-93.7% | $2,281-87.3% |
| Participant deferral / active EE | $4,395 | $4,840-9.2% | $5,984-26.6% | $3,203+37.2% |
| Admin fee / account holder | $997 | $4,826-79.3% | $8,357-88.1% | $4,296-76.8% |